Prefer PSU to a private bank; constructive on renewables, LNG & PNG: Aveek Mitra

Aveek Mitra discusses investments in renewables, LNG, and PNG, focusing on suppliers in the private space. He mentions Kotak’s caution on expensive PSUs and the rally in defence PSUs. Mitra is optomistic about renewables and mentions potential peripheral companies like Inox Wind Energy, Suzlon, Genus Power Company, and Sterling and Wilson. He shares his view on PSU banks versus private banks, noting the improvement in PSU banks’ balance sheets and stability.